See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,198 | $197,825-87.8% | $155,790-84.5% | $125,391-80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -27.42% | 86.74%-114.2pp | 71.54%-99.0pp | 282.22%-309.6pp |
| Employer contribution / active EE | $10,548 | $4,847+117.6% | $3,836+175.0% | $4,866+116.8% |
| Participant deferral / active EE | $7,378 | $5,630+31.0% | $4,797+53.8% | $5,352+37.9% |
| Admin fee / account holder | $165 | $9,545-98.3% | $7,478-97.8% | $9,540-98.3% |